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How do I convert UOMs?

Overview

If a product’s stock UOM does not match its sales UOM, you have to define a UOM conversion.

For instance:

You keep strawberries with the stock UOM “kilograms” in your inventory but you sell them in clamshells of 250g, so with the sales UOM “each”.

Ergo:
Out of 1 kilogram you obtain 4 clamshells of strawberries of 250g each.
1 clamshell contains 0.25 kg of strawberries.

Steps

  1. Open the entry of an existing product or add a new one.
  2. Go to the record tab “UOM Conversion” at the bottom of the page and click . An overlay window opens up.
  3. The field UOM determines the source UOM and must be identical to the product’s stock UOM, e.g., here “kilograms”.
  4. The field UOM to determines the target UOM to convert into, e.g., here “each”.
  5. The field Multiply Rate determines the value by which to multiply the amount in the source UOM to obtain the corresponding amount in the target UOM.
    Example: 1 kg × 4 = 4 each.
  6. The field Divide Rate determines the value by which to divide the amount in the source UOM to obtain the corresponding amount in the target UOM.
    Example: 1 kg ÷ 0.25 = 4 each.

    Note: Upon entering one of the values, the other will be calculated automatically.

  7. Click “Done” to close the overlay window and add the conversion to the list.

    Note: Repeat steps 2 to 7 to add further conversions.

Example


Zur Quelldatei auf github.com